Andrew Patrick Loechl
Chief Executive Officer at Eagle Harbor Asset Management, Inc.
Profile
Mr. Andrew P.
Loechl, CFA MBA, is a Director at Eagle Harbor Asset Management, Inc. He manages a variety of portfolios in trusts, as well as individual agency and retirement accounts.
He has over 24 years of investment experience.
Prior to Eagle Harbor, Mr. Loechl was Vice President and Senior Portfolio Manager at Laird Norton Trust Company.
He managed the Equity Income Fund, and the investments in trust accounts for individuals and charitable organizations.
He was also a research analyst responsible for the basic materials and energy sectors, and the automotive industry.
At Highmark Capital Management / Merus, a division of Union Bank / The Bank of California, he was a portfolio manager and research analyst.
He also has experience managing fixed income assets as a portfolio manager and analyst for First Interstate Bank [Wells Fargo].
He started his career working for 8 years in Chicago in the options and futures industry devising hedging strategies and arbitrage.
He has a BS in Finance Degree from the University of Illinois and an MBA in Finance from DePaul University.
Andrew Patrick Loechl active positions
| Companies | Position | Start |
|---|---|---|
Eagle Harbor Asset Management, Inc.
 Eagle Harbor Asset Management, Inc. Investment ManagersFinance Eagle Harbor Asset Management, Inc. (Eagle Harbor) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Encino, California. The firm was founded by Daniel B. Heyman in 2010. Eagle Harbor provides personalized financial advisory services to meet the investment and wealth management needs of individual and institutional investors. | Chief Executive Officer | 2000-07-31 |
Former positions of Andrew Patrick Loechl
| Companies | Position | End |
|---|---|---|
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | - |
HighMark Capital Management, Inc.
 HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Corporate Officer/Principal | - |
Merus Capital Management Co. LLC
 Merus Capital Management Co. LLC Investment ManagersFinance Merus Capital Management Co. LLC (Merus Capital) is a venture capital firm founded in 2007 by Sean Dempsey, Salman Ullah and Peter Hsing. The firm is headquartered in Menlo Park, California. | Corporate Officer/Principal | - |
Laird Norton Trust Co. LLC
 Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | - |
Training of Andrew Patrick Loechl
| University of Illinois | Undergraduate Degree |
| DePaul University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
HighMark Capital Management, Inc.
HighMark Capital Management, Inc. Investment ManagersFinance HighMark Capital Management, Inc. (HighMark) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1919 and is a wholly-owned subsidiary of MUFG Union Bank NA, ultimately held by Mitsubishi UFJ Financial Group, Inc. (NYSE: MY, TYO: 8306), a Japan-based financial institution. HighMark provides investment advice to pension and profit-sharing plans, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities, corporate employee benefit plans, public agencies, foundations and endowments, Taft-Hartley plans, hospital and religious organizations, and treasury departments. | Finance |
Merus Capital Management Co. LLC
Merus Capital Management Co. LLC Investment ManagersFinance Merus Capital Management Co. LLC (Merus Capital) is a venture capital firm founded in 2007 by Sean Dempsey, Salman Ullah and Peter Hsing. The firm is headquartered in Menlo Park, California. | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
Eagle Harbor Asset Management, Inc.
Eagle Harbor Asset Management, Inc. Investment ManagersFinance Eagle Harbor Asset Management, Inc. (Eagle Harbor) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Encino, California. The firm was founded by Daniel B. Heyman in 2010. Eagle Harbor provides personalized financial advisory services to meet the investment and wealth management needs of individual and institutional investors. | Finance |
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